Lasting relationships. For all that matters

• AZ
• CA
• CO
• CT
• DC
• FL
• GA
• IA
• ID
• IL
• IN
• KS
• KY
• LA
• MA
• MD
• ME
• MI
• MN
• MS
• NC
• ND
• NE
• NH
• NJ
• NM
• NV
• NY
• OH
• OK
• OR
• PA
• RI
• SC
• TN
• TX
• UT
• VA
• VI
• VT
• WA
• WI
• WV

Lexie has 21 years of experience in the financial services industry. She is currently an Associate Director at UBS Wealth Management Americas and serves as the Branch Manager for the Boston South Shore office. She works with Financial Advisors and support staff members to build efficient, streamlined practices. This approach serves to deepen existing client relationships while identifying new opportunities for growth. Lexie uses her extensive knowledge and diversified experience in the financial services industry to provide a consistent, dedicated approach to coaching and management.

She has been with UBS for 19 years, originally joining PaineWebber from Smith Barney as an Operations Manager in the Boston Financial Advisor Training office in 2000. Since that time she has had a variety of roles including Financial Advisor, Branch Office Administrator, Regional Business Strategist, and Assistant Complex Director. In December of 2016 she became the Branch Manager for the Boston South Shore office located in Rockland, MA.

Lexie earned her BA in Finance from Simmons College in Boston, MA. She grew up in Falmouth, Maine and continues to spend time in her home state skiing and visiting the beaches. Lexie resides in the Seaport area of Boston.

• Simmons College in Boston, MA, BA in Finance

• Certified Exit Planning Advisor

• CT
• MA
• NC

• CT
• FL
• MA

Jackie is the Digital Specialist for the UBS Greater New England Market. Jackie focuses on training and educating Financial Advisors and clients on technology platforms. Her primary role is to showcase features, functionality, and benefits of UBS technology thereby increasing awareness and utilization.

Jackie began her career at UBS in 2012 as the Executive Team Assistant for the New England Regional Team in Boston, Massachusetts. In 2016, Jackie became the New England Region Business Strategist before moving into the Digital Specialist role.

Prior to joining UBS, Jackie earned her bachelor's degree in Communication from Boston College in Chestnut Hill, MA where she also served as the President for a coed hip-hop dance group on campus. Jackie and her husband, Sean, reside in Needham, MA, with their one year old son, Logan. Jackie enjoys spinning, skiing and barre fitness classes in her free time.

• ME
• NC
• NH
• NJ
• NY
• TX
• VA
• VT

Andrea has over 18 years of experience in the wealth management field, leading client associates in providing a positive and comprehensive client experience. Prior to joining UBS in early 2018, she spent over 14 years at Scottrade as the branch manager for Vermont and upstate New York. When not at work Andrea enjoys spending time with her family, hiking and gardening. Andrea currently holds the FINRA Series 7, 9, 10, 63, and 66 licenses.